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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,702 | $25,979-35.7% | $71,702-76.7% | $68,495-75.6% |
| Participation rate | 23.9% | 54.5%-30.6pp | 62.3%-38.4pp | 67.9%-44.0pp |
| Annual return | -15.98% | -15.10%-0.9pp | 9.14%-25.1pp | -7.84%-8.1pp |
| Employer contribution / active EE | $0 | $900-100.0% | $1,704-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $879 | $1,522-42.2% | $2,658-66.9% | $4,028-78.2% |
| Admin fee / account holder | $367 | $2,022-81.9% | $3,974-90.8% | $5,403-93.2% |